Performance review

1) My first goal was for 2017 is Planned Giving Partnership Aging Reports, most of the RGP’s partners has the outstanding balance. That was my top priority to resolve this outstanding balance before 2018, we did resolve some of the partners outstanding balance. There are few partners who hasn’t make the payment yet. We are still working to resolve this outstanding balance ASAP.

2) My second goal was to understand the CTD commitment data and CTD planned gifts data from ECIS. It took me 3 months to understand how to compile all the information for commitments in one spreadsheet. I used to make a lot of mistakes, sometimes I forgot to update the dates in the spreadsheet and prior month balance and current month balance too. Now, I understand how to compile all the information compare to last few months.

3) My third goal was how to create the RGP’s partnership invoices. For 3Q17 I billed some of the RGP’s partners invoices little late because I didn’t know which month I have to processed and send the invoices to the partners for the 3Q17. For 4Q17 I billed the RGP’s partners invoices on the right time because of Rich Hensey was reminding me about the invoices that I have to bill before December. Thanks to Rich!

4) My fourth goal was to understand how to run budget reports and transactions reports in ONESolution CDD and in Cognos. It took me little time to understand which reports I can run in Congos and which reports I can’t.

5) My last goal is, I want to complete my master’s program before 2019 ends. If I complete this goal, then I will have 150 credits to start the CPA preparation.